Fed’s Williams Sees AI Supply Squeeze Lasting Beyond 2 Years

Fed’s Williams sees AI supply squeeze lasting beyond 2 years

New York Fed President John Williams says AI infrastructure supply could take more than two years to catch up with demand as Bitcoin miners expand into AI computing.

New York Fed’s Williams Says AI Chip Shortage Could Last Over Two Years, Affecting Stocks and Crypto Miners

TLDR New York Fed President John Williams said one more interest rate hike this year will likely be appropriate. He said he sees no reason at this time to raise rates again in 2027, but the data will decide. Williams said AI chip supply could take more than two years to catch up with demand. [...]

Williams Says AI Equipment Shortages May Last More Than Two Years

The New York Fed president also sees a possible rate increase this year, while expecting AI investment to stay strong even if rates rise.

Fed Official Williams: AI-Driven Supply Shortages May Persist Beyond 2 Years

The New York Fed’s John Williams warned that the global supply of AI-related equipment could take more than two years to fully catch up with demand, potentially keeping upward pressure on prices. Speaking in an interview with Bloomberg, Williams linked the squeeze to rising chip prices and to higher costs for goods that rely on [...]